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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
601
Wendell David Associates
New Hampshire
$348K
ACM
602
Aviance Capital Management
Florida
$346K -$10.3K -1,149 -3%
TCOTO
603
Trust Company of the Ozarks
Missouri
$346K -$8.06K -900 -2%
ICOA
604
Investment Centers of America
North Dakota
$345K -$85.6K -9,558 -19%
UBWV
605
United Bank (West Virginia)
West Virginia
$345K -$8.63K -963 -3%
1IA
606
1834 Investment Advisors
Wisconsin
$345K
BBHC
607
Brown Brothers Harriman & Co
New York
$345K
LC
608
Lakeshore Capital
Alabama
$345K
KFC
609
Klingenstein Fields & Co
New York
$339K -$21.5K -2,400 -6%
SSB
610
Sandy Spring Bank
Maryland
$336K +$1.07K +120 +0.3%
CNBT
611
Canandaigua National Bank & Trust
New York
$335K +$68.8K +7,680 +28%
WF
612
WealthTrust Fairport
Ohio
$334K -$5.91K -660 -2%
AP
613
Appleton Partners
Massachusetts
$334K +$34.9K +3,900 +13%
BCB
614
Brian C. Broderick
$333K
MFS
615
MSI Financial Services
Massachusetts
$329K -$440K -49,050 -59%
IUAM
616
Itau USA Asset Management
New York
$328K
KCM
617
Kanawha Capital Management
Virginia
$323K -$6.5K -726 -2%
CA
618
Cetera Advisors
Colorado
$322K -$4.11K -459 -1%
WS
619
Wedbush Securities
California
$321K -$10.8K -1,200 -3%
ECM
620
Estabrook Capital Management
New York
$319K
Fisher Asset Management
621
Fisher Asset Management
Washington
$319K -$24.6K -2,742 -8%
YIA
622
YHB Investment Advisors
Connecticut
$316K +$26.9K +3,000 +10%
KA
623
KLCM Advisors
Wisconsin
$314K -$26.9K -3,000 -8%
AT
624
Arden Trust
Delaware
$313K +$2.42K +270 +0.8%
AA
625
AlphaMark Advisors
Kentucky
$308K -$2.69K -300 -0.9%

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.